Stephanie West

@Org Partners Llc

Latest period2024 - Q4

Reported9d ago

Managed Assets$736.712M

Total holdings1347

Assets growth rate17.9%

Assets growth rate (2-Q avg)-2.19%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Org Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1347 positions.

Assets under management

The assets under management (AUM) of Org Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 736.712M in assets, with a quarterly growth rate of 17.9% and a 2-quarter average growth rate of -2.19%. The portfolio is managed by Stephanie West, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
KBWYInvsc Kbw Prm Yld Eq Recent Activity Exited	0%	$8 0 shares@ $0.0 avg price	Exited
MNTSWMomentus Inc Recent Activity Exited	0%	$1 4 shares@ $0.25 avg price	Exited
6299⤦Next Bridge Hydrocarbons Recent Activity Exited	0%	$0 2 shares@ $0.0 avg price	Exited
IHIIshares Us Medical Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
8703⤦Sweet Earth Hldgs Corp F Recent Activity Exited	0%	$0 4 shares@ $0.0 avg price	Exited
5531⤦Mmc Norilsk Nickel Pjs F Recent Activity Exited	0%	$0 100 shares@ $0.0 avg price	Exited